CPGAX vs. FGIAX
Compare and contrast key facts about American Funds Global Growth Portfolio (CPGAX) and Nuveen Global Infrastructure Fund Class A (FGIAX).
CPGAX is managed by Pacific LifeFunds. It was launched on May 17, 2012. FGIAX is a passively managed fund by Nuveen that tracks the performance of the S&P Global Infrastructure Index NR. It was launched on Dec 17, 2007.
Performance
CPGAX vs. FGIAX - Performance Comparison
Loading graphics...
CPGAX vs. FGIAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CPGAX American Funds Global Growth Portfolio | -6.94% | 22.99% | 14.81% | 24.05% | -25.77% | 12.89% | 27.36% | 27.87% | -8.99% | 28.56% |
FGIAX Nuveen Global Infrastructure Fund Class A | 9.53% | 17.73% | 10.70% | 8.51% | -6.23% | 14.51% | -2.76% | 29.32% | -7.91% | 19.40% |
Returns By Period
In the year-to-date period, CPGAX achieves a -6.94% return, which is significantly lower than FGIAX's 9.53% return. Over the past 10 years, CPGAX has outperformed FGIAX with an annualized return of 10.58%, while FGIAX has yielded a comparatively lower 8.70% annualized return.
CPGAX
- 1D
- -0.65%
- 1M
- -10.78%
- YTD
- -6.94%
- 6M
- -3.43%
- 1Y
- 17.91%
- 3Y*
- 14.39%
- 5Y*
- 5.99%
- 10Y*
- 10.58%
FGIAX
- 1D
- 0.53%
- 1M
- -3.78%
- YTD
- 9.53%
- 6M
- 10.02%
- 1Y
- 20.91%
- 3Y*
- 14.03%
- 5Y*
- 10.45%
- 10Y*
- 8.70%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
CPGAX vs. FGIAX - Expense Ratio Comparison
CPGAX has a 0.40% expense ratio, which is lower than FGIAX's 1.21% expense ratio.
Return for Risk
CPGAX vs. FGIAX — Risk / Return Rank
CPGAX
FGIAX
CPGAX vs. FGIAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Global Growth Portfolio (CPGAX) and Nuveen Global Infrastructure Fund Class A (FGIAX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| CPGAX | FGIAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.02 | 1.75 | -0.73 |
Sortino ratioReturn per unit of downside risk | 1.53 | 2.26 | -0.73 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.35 | -0.14 |
Calmar ratioReturn relative to maximum drawdown | 1.31 | 2.61 | -1.30 |
Martin ratioReturn relative to average drawdown | 5.51 | 12.12 | -6.61 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| CPGAX | FGIAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.02 | 1.75 | -0.73 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.36 | 0.80 | -0.45 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.62 | 0.58 | +0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.66 | 0.42 | +0.24 |
Correlation
The correlation between CPGAX and FGIAX is 0.70, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
CPGAX vs. FGIAX - Dividend Comparison
CPGAX's dividend yield for the trailing twelve months is around 6.01%, less than FGIAX's 9.12% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CPGAX American Funds Global Growth Portfolio | 6.01% | 5.59% | 4.29% | 0.92% | 7.95% | 3.33% | 0.77% | 4.89% | 5.69% | 6.21% | 3.66% | 3.92% |
FGIAX Nuveen Global Infrastructure Fund Class A | 9.12% | 9.99% | 7.46% | 2.27% | 6.11% | 7.20% | 1.38% | 7.06% | 6.32% | 5.83% | 8.23% | 3.05% |
Drawdowns
CPGAX vs. FGIAX - Drawdown Comparison
The maximum CPGAX drawdown since its inception was -34.42%, smaller than the maximum FGIAX drawdown of -49.35%. Use the drawdown chart below to compare losses from any high point for CPGAX and FGIAX.
Loading graphics...
Drawdown Indicators
| CPGAX | FGIAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.42% | -49.35% | +14.93% |
Max Drawdown (1Y)Largest decline over 1 year | -11.47% | -8.29% | -3.18% |
Max Drawdown (5Y)Largest decline over 5 years | -34.42% | -21.08% | -13.34% |
Max Drawdown (10Y)Largest decline over 10 years | -34.42% | -38.02% | +3.60% |
Current DrawdownCurrent decline from peak | -11.33% | -3.78% | -7.55% |
Average DrawdownAverage peak-to-trough decline | -5.99% | -7.22% | +1.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.72% | 1.78% | +0.94% |
Volatility
CPGAX vs. FGIAX - Volatility Comparison
American Funds Global Growth Portfolio (CPGAX) has a higher volatility of 5.60% compared to Nuveen Global Infrastructure Fund Class A (FGIAX) at 4.05%. This indicates that CPGAX's price experiences larger fluctuations and is considered to be riskier than FGIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| CPGAX | FGIAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.60% | 4.05% | +1.55% |
Volatility (6M)Calculated over the trailing 6-month period | 10.60% | 7.09% | +3.51% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.07% | 12.28% | +4.79% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.89% | 13.08% | +3.81% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.17% | 15.17% | +2.00% |